| 1 | Creative Planning | $183.4M | 2.7M | Added |
| 2 | MORGAN STANLEY | $73.8M | 1.1M | Added |
| 3 | HUNTINGTON NATIONAL BANK | $58.3M | 858,025 | Added |
| 4 | JPMORGAN CHASE & CO | $24.0M | 363,593 | Trimmed |
| 5 | Key Financial Inc | $21.8M | 321,335 | Added |
| 6 | Royal Bank of Canada | $21.2M | 311,412 | Trimmed |
| 7 | BIP Wealth, LLC | $19.9M | 292,888 | Trimmed |
| 8 | Cascade Financial Partners, LLC | $18.3M | 269,551 | Added |
| 9 | LPL Financial LLC | $16.2M | 238,711 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $14.0M | 206,333 | Added |
| 11 | M&T Bank Corp | $8.8M | 129,068 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 125,485 | Added |
| 13 | Avidian Wealth Enterprises, LLC | $7.5M | 110,925 | Trimmed |
| 14 | Evernest Financial Advisors, LLC | $6.6M | 92,400 | Trimmed |
| 15 | Powers Advisory Group, LLC | $5.7M | 83,638 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $5.5M | 80,780 | Added |
| 17 | OSAIC HOLDINGS, INC. | $5.5M | 80,412 | Trimmed |
| 18 | UBS Group AG | $5.2M | 76,759 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $5.1M | 75,005 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 67,060 | Added |
| 21 | Cetera Investment Advisers | $4.2M | 62,251 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $4.0M | 58,717 | Added |
| 23 | Rockefeller Capital Management L.P. | $3.8M | 56,465 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $3.6M | 52,282 | Trimmed |
| 25 | First Heartland Consultants, Inc. | $3.1M | 45,544 | Trimmed |